83
83
Feb 14, 2020
02/20
by
CNBC
tv
eye 83
favorite 0
quote 0
. >>> roku, nvidia, and canopy growth flying high on the back of their earnings. the traders take their positions. >>> home depot shares are up 10% in 2020. the stock just got a new street high target. it is our call of the day. >>> plus eight stocks wall street loves on this valentine's day, all with double dugt upside from here. the investment committee is ready to go. "halftime report" starts right now. >>> and it is good to have you with us here on this friday. your investment committee today is jim lebenthal, josh brown, stephen weiss, and shannon saccocia, chief investment officer at boston private wealth shannon, welcome good to see you back >> thank you >> all right -- [ telephone ripping >> is that the president >> good start. >> who do you think we are >> scott is not here for one day, this guy is talking calls on the set >> it is probably wapner. >> cut his mic >> stocks are on track for a second week of gains the dow up 1% this week, the s&p up more than that. the nasdaq up about 2% this week the nasdaq 100 by the way up 10% this year. stocks remain on
. >>> roku, nvidia, and canopy growth flying high on the back of their earnings. the traders take their positions. >>> home depot shares are up 10% in 2020. the stock just got a new street high target. it is our call of the day. >>> plus eight stocks wall street loves on this valentine's day, all with double dugt upside from here. the investment committee is ready to go. "halftime report" starts right now. >>> and it is good to have you with us here...
77
77
Feb 25, 2020
02/20
by
CNBC
tv
eye 77
favorite 0
quote 0
nvidia downgraded from reduce to neutral. what do you do with you own those? >> as i said before, these stocks are still up so much. nvidia, i mean it is still up 70% even though it is corrected and trades at 60 times forward you have know it is going to be a volatile one i understand the you will ka i think this story is well positioned for this year and next year with regards to data center recovery and gaming they have a lot of cash, $7 billion in cash. they have an acquisition they are going to integrate i think there is story here. you have to know it is a high multiple stock. >> why did you buy it. >> it is vulnerable. i don't think you want to be rushing in today because it is still up so much from where it was. >> give me that call before the market falls 1,000 points. >> but they didn't so you play -- >> those are the guys that i don't listen to. i will give you the reason why do you remember when apple made that drop. everybody said yeah it was a great opportunity to buy were they buying everybody says yeah i bought it on the dip. >> why did you buy
nvidia downgraded from reduce to neutral. what do you do with you own those? >> as i said before, these stocks are still up so much. nvidia, i mean it is still up 70% even though it is corrected and trades at 60 times forward you have know it is going to be a volatile one i understand the you will ka i think this story is well positioned for this year and next year with regards to data center recovery and gaming they have a lot of cash, $7 billion in cash. they have an acquisition they...
70
70
Feb 14, 2020
02/20
by
CNBC
tv
eye 70
favorite 0
quote 0
that's how one nvidia bull puts it describing that company's report, beat, and surge. nvidia surpassing expectations and that data center segment had a huge quarter with revenue of $968 million, a jump of 43%. investors focus on that segment because data center chips carry higher margins gaming sales climbing 56% to $1.49 billion. that's that q1 outlook there was a lot of interest as to what the company would say about the coronavirus. china is a significant market for nvidia, about 30% of the company's gaming segment management does expect a $100 million impact because of that outbreak >> our estimates are split between an impact on gaming and data center and split pretty much equally the $100 million also reflects what may be supply challenges or may be overall demand, but we're still looking at those to get a better understanding where we think that might be. >> bottom line, nvidia expects q1 revenue of $3 billion plus or minus 2% that forecast beat the street's estimate, hitting a new 52-week high this morning and most analysts think it can move higher from here 18
that's how one nvidia bull puts it describing that company's report, beat, and surge. nvidia surpassing expectations and that data center segment had a huge quarter with revenue of $968 million, a jump of 43%. investors focus on that segment because data center chips carry higher margins gaming sales climbing 56% to $1.49 billion. that's that q1 outlook there was a lot of interest as to what the company would say about the coronavirus. china is a significant market for nvidia, about 30% of the...
33
33
Feb 14, 2020
02/20
by
BLOOMBERG
tv
eye 33
favorite 0
quote 0
that's look at nvidia revenue growth. you can see data centers and video gaming leading this growth. owners of data centers that power internet services are spending, and that includes graphic chips used to boost artificial calculations. nvidia adapting the technology for the ai market. looking at sales growth, you can see $3 billion in revenue in the current quarter. this coasted way past street estimates of $2.84 billion and that is the different story from last week sales, making a strong comeback, going back to those ai investments. ai market analysts are confident this is a segment of computing that is only expected to grow. think of ai use of technology like self driving vehicles. we are talking about how shares hitting an all-time high. this year sales were up 24%. you can see that upward trajectory, bringing the one-year gain to 89%. we will leave you with this, how it is that nvidia is edging out rival chipmakers in this. each company gets a quarter of its sales from china. now nvidia needs to win over chinese re
that's look at nvidia revenue growth. you can see data centers and video gaming leading this growth. owners of data centers that power internet services are spending, and that includes graphic chips used to boost artificial calculations. nvidia adapting the technology for the ai market. looking at sales growth, you can see $3 billion in revenue in the current quarter. this coasted way past street estimates of $2.84 billion and that is the different story from last week sales, making a strong...
35
35
Feb 7, 2020
02/20
by
CNBC
tv
eye 35
favorite 0
quote 0
you want to go nvidia? >> i am in it. judges what we have seen out of other semiconductor companies i hope they can be part of what we have seen soar if a, we have seen a lot of strength, cycle refreshes and vary yos thing for nvidia, i think gaming will be fine. i think what you really need is the long awaited uptick in server, cloud enterprise, from that standpoint. i think you will get it. with nvidia, it is always exciting because there are all these other thing that aren't big businesses but they provide fodder for conversation, like ca i'm in it. i never buy or sell things because of going into an earnings report but i pay attention. >> let's talk about sisqo. >> yeah. >> nonmomentum stock if you want to go there. >> yeah. look it is a $200 billion market cap company. >> did you get it? >> i did can i ignore it? >> you didn't get it >> back to best buy? >> no momentum. let me be serious. >> why don't you make out and get it over with. >> has no momentum. >> talk about why. it is beaten in each of the last four quart
you want to go nvidia? >> i am in it. judges what we have seen out of other semiconductor companies i hope they can be part of what we have seen soar if a, we have seen a lot of strength, cycle refreshes and vary yos thing for nvidia, i think gaming will be fine. i think what you really need is the long awaited uptick in server, cloud enterprise, from that standpoint. i think you will get it. with nvidia, it is always exciting because there are all these other thing that aren't big...
49
49
Feb 19, 2020
02/20
by
CNBC
tv
eye 49
favorite 0
quote 0
and if so could nvidia lead theway i. >> 15% could be there tomorrow sully. this is an analyst been on the right side of the trade and working his estimates up you know, listen a lot of things that crypto is so '17. if you think about it. but from 2016 to the highs in the 2018 nvidia rallied 1,000% then cut in half in 2018 now it's up more than 10 oh% making new all-time highs. so, you know, this is where one where investors have short memories this is not one i think you want to buy on this sort of breakout here it's trading at a rm reasonable multiple if you tetrahydrocannibols a and autonomy and maybe crypto, if tom lee is right and you haveo at 20,000 this will be at 400. >> certainly nvidia has been a poster child for momentum in the chip space but looking at fisk alq4 they put up in terms of data center up 43% a billion-dollar business and the expectations for kwiskle q1 is a billion.1 or two. and bunch of upgrades came after the announcement that explains it in realtime there's been the gaming dynamic. certainly they're in the high-speed chips that are
and if so could nvidia lead theway i. >> 15% could be there tomorrow sully. this is an analyst been on the right side of the trade and working his estimates up you know, listen a lot of things that crypto is so '17. if you think about it. but from 2016 to the highs in the 2018 nvidia rallied 1,000% then cut in half in 2018 now it's up more than 10 oh% making new all-time highs. so, you know, this is where one where investors have short memories this is not one i think you want to buy on...
34
34
Feb 10, 2020
02/20
by
CNBC
tv
eye 34
favorite 0
quote 0
nvidia got ahead of itself there was a lot of garbage in a bit kwoin. i think that cost the stock for six months there was a little too much fluff in the game. end of the day, the valuation has been trading between 40 and 60 times and you can't really get that upset about it in this market. so, again, at times we have seen nvidia be an albatros to own in a market that was punishing high multiple stocks. it will again. in the market we have with liquidity is running wild, it's hard to see why nvidia is not going to continue to run. >> interesting up 70% in six months that's incredible to think about that. >>> well, in case one wasn't enough for you, we have another call of the day. two for the price of one fedex getting a boost after analysts upgrade today buy saying the bar is low for this stock after fedex popped on friday as it laid out plans to increase delivery efficiency and lower costs. fedex up over 5% since then. what do you think of this one? >> you i think delivery, efficiency is going to attract people everyone was betting against this name.
nvidia got ahead of itself there was a lot of garbage in a bit kwoin. i think that cost the stock for six months there was a little too much fluff in the game. end of the day, the valuation has been trading between 40 and 60 times and you can't really get that upset about it in this market. so, again, at times we have seen nvidia be an albatros to own in a market that was punishing high multiple stocks. it will again. in the market we have with liquidity is running wild, it's hard to see why...
41
41
Feb 19, 2020
02/20
by
BLOOMBERG
tv
eye 41
favorite 0
quote 0
nvidia is one of the days best performer. the stock is surging more than 5% and trading at a fresh record high after an analyst upgrade. kailey leinz is here with more. she will get it out straight. kailey: i will try my best. the analyst at bernstein raised it to outperform and up to the target to $360. the reason is he sees the pending acquisition of melena, good is not cleared yet the company seems confident, saying it will, early in 2020. the other is the analyst investor day coming up. he says it was an error not to return to a bullish stance on the stock sooner because nvidia looks to be on a strong footing and this stop has been on a tear this year. the second best performer in the s&p 500 year to date come up 33%. . blowout earnings report strengthen video gaming, strengthen data centers, all of that comes in the face of the , which china makes up a quarter of its overall sales. david: did they get supplies out of china? is there a supply-chain issue? kailey: they are tied closely with taiwan semiconductors and they a
nvidia is one of the days best performer. the stock is surging more than 5% and trading at a fresh record high after an analyst upgrade. kailey leinz is here with more. she will get it out straight. kailey: i will try my best. the analyst at bernstein raised it to outperform and up to the target to $360. the reason is he sees the pending acquisition of melena, good is not cleared yet the company seems confident, saying it will, early in 2020. the other is the analyst investor day coming up. he...
81
81
Feb 14, 2020
02/20
by
CNBC
tv
eye 81
favorite 0
quote 0
take nvidia. it's an uber cramer favorite one of the visibility of any company on earth and that is not high penitentiarybly even though this stock flew into the so-called print. it jumped again because they gave you not only a beat in raise. but they talked about a clear path in conversationtial artificialal intelligence. we're talking about technology that can answer basic questions from you, your voice, within 300 mill i seconds, regardless of the idiom. can you imagine getting in your car and saying hey, take me to the nearest starbucks or where is the nicest hotel? where is the four seasons around here for heaven's sake and it's like nothing. smart little thing nvidia will have that. ai inference it's here right now. this story is so early there is nothing to fear about the future it won't be that year from help when about it coin minors overloaded because they thought there was gold in them hills when bitcoin collapsed, they returned the chips and nvidia got stuck with excess inventory. thin
take nvidia. it's an uber cramer favorite one of the visibility of any company on earth and that is not high penitentiarybly even though this stock flew into the so-called print. it jumped again because they gave you not only a beat in raise. but they talked about a clear path in conversationtial artificialal intelligence. we're talking about technology that can answer basic questions from you, your voice, within 300 mill i seconds, regardless of the idiom. can you imagine getting in your car...
82
82
Feb 14, 2020
02/20
by
CNBC
tv
eye 82
favorite 0
quote 0
expedia numbers we'll hear from diller had to say in terms of it nvidia saying $100 million by the way, guidance for $3 billion quarter is above where people, where analysts that follow the company had been even with the $100 million reduction. >> it's rather remarkable how great that number was. >> and barry diller saying we wish all ceos would probably say, we think we know what's going on we actually have no concrete idea listen to this >> supposed to be yesterday, again, shot up in terms of the infected cases and i guess deaths i mean, do we have a pandemic? i don't know i have to believe that now the activism of every country in the world on this is going to contain it quickly now, by the way, that's a statement but no facts, and no knowledge, so you can all toss it but we don't truly know the extent of it >> that's why they canceled 2020 guidance >> yes i do think -- >> we could say the same thing right here >> really? >> we do, really we don't know. >> we don't know, and let's think about this if the cdc isn't allowed in, if they're giving us no information, what does it say abo
expedia numbers we'll hear from diller had to say in terms of it nvidia saying $100 million by the way, guidance for $3 billion quarter is above where people, where analysts that follow the company had been even with the $100 million reduction. >> it's rather remarkable how great that number was. >> and barry diller saying we wish all ceos would probably say, we think we know what's going on we actually have no concrete idea listen to this >> supposed to be yesterday, again,...
0
0.0
Feb 14, 2020
02/20
by
CNBC
tv
eye 0
favorite 0
quote 0
well it's a record high for nvidia. better than expected profits, sales for the semiconductor maker and better than expected forecast even though it will take a hit from the coronavirus in china it's still up 7% on the day. back over to you. >> a monster week for nvidia thank you. >>> as the dow overall inches closer and cloerser the 30,000 milestone, you would think money is pouring into the market and it is. bond market. the biggest weekly inflows ever of bond flow last week if it continues, a trillion dollars will flood the bond market this year for more on this, i'm joined by andre scarza and jerry castani great to have you both here. andres, why this love, this euphoria for bonds some suggest an aging demographic thing. you have so much of the population, the baby boomers, retiring or that phase of their lives with each passing day they have to buy bonds. >> so i think there is a structural story and then there is the cyclical story. right? there is definitely the baby boomers 10,000 retiring a day and they need in
well it's a record high for nvidia. better than expected profits, sales for the semiconductor maker and better than expected forecast even though it will take a hit from the coronavirus in china it's still up 7% on the day. back over to you. >> a monster week for nvidia thank you. >>> as the dow overall inches closer and cloerser the 30,000 milestone, you would think money is pouring into the market and it is. bond market. the biggest weekly inflows ever of bond flow last week if...
92
92
Feb 13, 2020
02/20
by
CNBC
tv
eye 92
favorite 0
quote 0
awesome. >>> nvidia earnings are out. josh lipton has the number >> eps of 1.89, 1.67, revenue does beat as well. 3.11 billion the street expected 2.197 billion. they do reduce the outlook by $100 million, but $3 billion plus or minus 2%, that also beats what the street was looking for. analysts were closer to -- the ceo said they had report data center revenue in the quarter. we are well positioned, he says, for the greatest technology trends we'll be on the conference call that starts at 5:00. >> stock reacting positively after hours. we'll talk to an analyst after this one, but looks like a good quarter. >>> mike santoli, let's get your third dashboor of the day. >> not clear whether they're wants or needs similar to the stock market. we'll get to the discretionary sector continuically we view these in opposition to one another. one is more cyclical, one is more safe. they largely track -- what's interesting is this spur in the consumer discretionary largely amazon in the last couple weeks i think one of the reasons co
awesome. >>> nvidia earnings are out. josh lipton has the number >> eps of 1.89, 1.67, revenue does beat as well. 3.11 billion the street expected 2.197 billion. they do reduce the outlook by $100 million, but $3 billion plus or minus 2%, that also beats what the street was looking for. analysts were closer to -- the ceo said they had report data center revenue in the quarter. we are well positioned, he says, for the greatest technology trends we'll be on the conference call that...
59
59
Feb 19, 2020
02/20
by
CNBC
tv
eye 59
favorite 0
quote 0
i listen to jenson at nvidia, which is upgraded today by someone who missed about 150 points and they're going to the moon they're going to the moon, david. >> sounds good to me >> you thinking of adding space to your charitible trust >> no, i just feel like i've seen this movie very many times and then it turns out it's a netflix. it's a series. it's narcos 2 mexico which i'm not crazy about. >> cooperman on "the half" said we're in the early stages of knocking done the door of euphoria >> right >> not quite in euphoria the conditions for a big decline are not yet present. >> right that was encouraging that was a really interesting talk with lee cooperman and i think that one of the undercurrents he's trying to articulate what i see, which is that, a, it's crazy out there but not crazy enough not crazy enough to do some selling, and then you mentioned a lot of stocks that we all know, like i thought that alphabet was a classic example of what he's saying. we can buy some alphabet he also had the value stocks the oils and those are dinosaur. >> you said they're uninvestable >> they are u
i listen to jenson at nvidia, which is upgraded today by someone who missed about 150 points and they're going to the moon they're going to the moon, david. >> sounds good to me >> you thinking of adding space to your charitible trust >> no, i just feel like i've seen this movie very many times and then it turns out it's a netflix. it's a series. it's narcos 2 mexico which i'm not crazy about. >> cooperman on "the half" said we're in the early stages of...
36
36
Feb 14, 2020
02/20
by
BLOOMBERG
tv
eye 36
favorite 0
quote 0
we want to look at nvidia. going as for more is alex webb. neil dwane a valley almonds -- neil dwane of allianz is still with us. revenueey said their will be $2 billion, that was higher than the analyst estimate, which was $2.8 billion. we have also seen with intel, this is about cloud. what people are putting into the clouds, operators like google, amazon, microsoft. the cloud battle is heating up. amazon has the dominant position. microsoft and google are trying to eat that pie. that means taking the processes from nvidia. alix: how do you play tech? neil: as we look into 2020, the idea of augmented reality and the new games that will be coming out through microsoft and sony is a way to play it, in which case nvidia is one of those components. whether nvidia will be affected by any potential flu from china, we will wait and see. clearly that may hold back. it feels in the right space at this moment in time. it is not particularly a commodity player. alix: do you get a sense this is a nvidia specific story or can their competitors benefit o
we want to look at nvidia. going as for more is alex webb. neil dwane a valley almonds -- neil dwane of allianz is still with us. revenueey said their will be $2 billion, that was higher than the analyst estimate, which was $2.8 billion. we have also seen with intel, this is about cloud. what people are putting into the clouds, operators like google, amazon, microsoft. the cloud battle is heating up. amazon has the dominant position. microsoft and google are trying to eat that pie. that means...
56
56
Feb 19, 2020
02/20
by
CNBC
tv
eye 56
favorite 0
quote 0
you have names like skyworks and broadcom getting a boost nvidia, as we said earlier, upgrading with bernstein joining us with the value plays in the sector, it's good to see you both today mitch, if i told you a month ago apple production halted, global supply chains locked, mobile congress essentially canceled and we would be looking at prices like this, would you have believed me? >> i think i would have actually i don't think there's big difference pushing out a quarter in terms of the smartphone demand i think the bigger concern is the phones sell through q3 because people are banking on q3 phones being good once we get through this coronavirus concern. that's why we're still more positive in the data center names like amd, nvidia, and aei has solid numbers this morning so i think you want to derisk yourself of supply chain issues but it's not necessarily surprising people are buying in the dip. >> so the data center is driving your thesis, right >> data centers are primary for 2020 and that's why we're logging amd, nvidia, with our full upgrade product and memories as well, lik
you have names like skyworks and broadcom getting a boost nvidia, as we said earlier, upgrading with bernstein joining us with the value plays in the sector, it's good to see you both today mitch, if i told you a month ago apple production halted, global supply chains locked, mobile congress essentially canceled and we would be looking at prices like this, would you have believed me? >> i think i would have actually i don't think there's big difference pushing out a quarter in terms of...
64
64
Feb 13, 2020
02/20
by
CNBC
tv
eye 64
favorite 0
quote 0
key component results after the bell can nvidia diveler or should you get out right now? "power lunch" will be right back when we started our business we were paying an arm and a leg for postage. i remember setting up shipstation. one or two clicks and everything was up and running. i was printing out labels and saving money. shipstation saves us so much time. it makes it really easy and seamless. pick an order, print everything you need, slap the label onto the box, and it's ready to go. our costs for shipping were cut in half. just like that. shipstation. the #1 choice of online sellers. go to shipstation.com/tv and get 2 months free. >>> welcome to "power lunch. nvidia taking a bit of a breather after hitting a fresh two year high in today's session. this ahead of its earnings after the bell how do you trade it here let's bring in the trading nation team. a lot saying this is a company that needs to show a return to revenue growth is that what you'll be looking for? >> yes, but also for some guidance on whether or not coronavirus will have any effect on their supply ch
key component results after the bell can nvidia diveler or should you get out right now? "power lunch" will be right back when we started our business we were paying an arm and a leg for postage. i remember setting up shipstation. one or two clicks and everything was up and running. i was printing out labels and saving money. shipstation saves us so much time. it makes it really easy and seamless. pick an order, print everything you need, slap the label onto the box, and it's ready to...
34
34
Feb 11, 2020
02/20
by
FBC
tv
eye 34
favorite 0
quote 0
as a long-term investor, you definitely prefer nvidia. i think there's a lot more upside there, in my opinion, i think with 5g and gaming. i think the future is very bright there. plus i do feel like we are going to have a double digit return in the equity market this year. i'm extremely bullish because of the fundamentals and i think s these higher risk names will certainly benefit in that type of environment. as a bull, you couldn't ask for anything better from a fundamental perspective. charles: what about valuations, though? even some bulls are saying hey, a good thing can be too good. >> look, you always have to look at valuations but let's also put this into perspective. when i look at where we are right now, we've fwgot a ten-ye treasury note well under 2%, the strongest labor market we have seen in nearly 50 years, we have got a consumer that's extremely strong and a dovish fed. when you have an environment like this, you are going to get valuations, get stretched above normal levels and then you as an investor have to make sure y
as a long-term investor, you definitely prefer nvidia. i think there's a lot more upside there, in my opinion, i think with 5g and gaming. i think the future is very bright there. plus i do feel like we are going to have a double digit return in the equity market this year. i'm extremely bullish because of the fundamentals and i think s these higher risk names will certainly benefit in that type of environment. as a bull, you couldn't ask for anything better from a fundamental perspective....
56
56
Feb 19, 2020
02/20
by
CNBC
tv
eye 56
favorite 0
quote 0
>> should you stick with the mega stock names >>> nvidia up 30% this year and its target just got raised to a new street high. the analyst who made the call joins us american ninja warrior host reveals his financial game plan. "halftime report" starts right now. >>> welcome. it's good to have you with us on our wednesday. jim lebenthal, pete najarian and from naples, florida, lizann sonders. highs of the day, approaching big numbers, dow 30,000, nasdaq 10k, not that far away and cooperman weighing in on the state of stocks, telling us it's not time to worry, yet. >> i would say we're in the early stages of knocking on the door of euphoria but not quite euphoria certain parts of the market, like tesla, are in euphoria. other parts, like energy, are in pessimism. >> these big numbers not all that far away, pete. all good, the market >> depends on what we're focusing on. are we focused on the coronavirus? if so, we go down. generally we're focused on earnings and we go higher. that's where the market has been trading. yesterday was interesting because apples with a little bit of both, right
>> should you stick with the mega stock names >>> nvidia up 30% this year and its target just got raised to a new street high. the analyst who made the call joins us american ninja warrior host reveals his financial game plan. "halftime report" starts right now. >>> welcome. it's good to have you with us on our wednesday. jim lebenthal, pete najarian and from naples, florida, lizann sonders. highs of the day, approaching big numbers, dow 30,000, nasdaq 10k, not...
89
89
Feb 14, 2020
02/20
by
CNBC
tv
eye 89
favorite 0
quote 0
we saw it yesterday with nvidia predicting $100 million impact to the bottom line how are you thinking about coronavirus and how it affects your in investments today? >> if you caught me three weeks ago, i would have said this is going to be a major impact and the uncertainty would drive the market down. a couple of things one, i think we can expect china to throw a lot of stimulus at the issue. t the dollar has rallied, stocks have rallied there might be a global thirst this is hugely a global problem. if every central bank is going to throw money at the property, it will end up as the cleanest shirt to use a met for we see the headlines come out. cooler heads prevail, it seems like the stock market rallies with the dollar, the 10-year and the gold >> how much of an arsenal does it have right now. it has lowered rates we saw them trying to ease back on repo yesterday. we saw how the markets reacted from that turning from green to red. how much of a back stock is there? >> i think -- if you heard jay powell speak on tuesday, he sounded unconcerned. the market, i don't think really beli
we saw it yesterday with nvidia predicting $100 million impact to the bottom line how are you thinking about coronavirus and how it affects your in investments today? >> if you caught me three weeks ago, i would have said this is going to be a major impact and the uncertainty would drive the market down. a couple of things one, i think we can expect china to throw a lot of stimulus at the issue. t the dollar has rallied, stocks have rallied there might be a global thirst this is hugely a...
521
521
Feb 28, 2020
02/20
by
CNBC
tv
eye 521
favorite 0
quote 2
persona, et ceteray, ring central, square, shop phi, nvidia, adobe. we mentioned some of the chip stocks had gone positive look at nvidia today what about this list the rest of these names? >> these, i understand where he is coming from, i thing there are names on here. i think you should probably look at these names whether you would with an to hold them beyond the coronavirus. a name like adobe. we have that in our portfolio. we think it has a great competitive market position. you know, for zoom, i mean that is also clearly an up-and-coming. this telecommuting trend isn't going -- may be accelerated to steve's point but that's not changi changing that's going to continue to go move forward. >> zoom hack on this run, as you know, in one week it is flat it has given back 10% today it has had a great week. my pal i see him in my peripheral vision is -- do you want to sit down. >> no i am going to just stand here. >> go, jimmy. >> i thought you were walking up here >> put me in, coach. >> the linkster -- >> what made you run out. >> edon't have a micro
persona, et ceteray, ring central, square, shop phi, nvidia, adobe. we mentioned some of the chip stocks had gone positive look at nvidia today what about this list the rest of these names? >> these, i understand where he is coming from, i thing there are names on here. i think you should probably look at these names whether you would with an to hold them beyond the coronavirus. a name like adobe. we have that in our portfolio. we think it has a great competitive market position. you...
40
40
Feb 19, 2020
02/20
by
FBC
tv
eye 40
favorite 0
quote 0
nvidia, tesla. by the way, have you seen virgin galactic. my prediction of a 2020 housing boom keeps coming true. we're all over the markets. mike bloomberg under the microscope as he takes the stage for the first time. we'll see his war on wall street of all people and his dire warning for democrats. that and much more on "making money". ♪. ♪. charles: nasdaq and s&p are in record territory as many momentum names like nvidia, tesla, they continue to soar because they keep getting upgraded as housing data blows away wall street consensus, adding fuel to my theory we'll see a housing boom this year. i have the pleasure bringing in two of the best. from kaltbaum capital management, gary kaltbaum and rosecliff capital's mike murphy. gary, start with the momentum names. we know the maga names. microsoft, apple, google and amazon. >> own a bunch. charles: we know there is also tesla, got a new upgrade today over $900 a share. nvidia, got an upgrade. this new tesla, virgin galactic, this stock is unstoppable. it is amazing! >> you are excited.
nvidia, tesla. by the way, have you seen virgin galactic. my prediction of a 2020 housing boom keeps coming true. we're all over the markets. mike bloomberg under the microscope as he takes the stage for the first time. we'll see his war on wall street of all people and his dire warning for democrats. that and much more on "making money". ♪. ♪. charles: nasdaq and s&p are in record territory as many momentum names like nvidia, tesla, they continue to soar because they keep...
87
87
Feb 12, 2020
02/20
by
CNBC
tv
eye 87
favorite 0
quote 0
nvidia out with earnings tomorrow josh lipton gives us a preview >> here is what we expect from nvidia q4 eps of 1.67 op revenue of 2.97 billion implying a jump of 35% on the top luna the stock up about 15% this year up 80% the past 12 months. some might think it ran too far too fast especially with macroissues in china and geographic for the company but other analysts say the it's solid gaming better than the street things. >> josh hut lipton giving a preview of nvidia. cisco out earlier. wanted to do what those are doing. a stock left behind the last year in this tech run, cisco shares i thought i saw them down they are down about 2.75%. >> patch and go out tomorrow i'll follow that to see whether the record rally dow s&p and nasdaq another strong weak after last week. >> all right "fast money" begins now. >>> yes, it does live from the nasdaq market site over looking times square this is "fast money. i'm brian sullivan welcome, everybody your traders tonight are tim seymour. karen finerman, dan nathan and guy adami. tonight on fast, the juggernaut rally steam real rolls on. new high
nvidia out with earnings tomorrow josh lipton gives us a preview >> here is what we expect from nvidia q4 eps of 1.67 op revenue of 2.97 billion implying a jump of 35% on the top luna the stock up about 15% this year up 80% the past 12 months. some might think it ran too far too fast especially with macroissues in china and geographic for the company but other analysts say the it's solid gaming better than the street things. >> josh hut lipton giving a preview of nvidia. cisco out...
44
44
Feb 13, 2020
02/20
by
FBC
tv
eye 44
favorite 0
quote 0
liz: nvidia is a powerhouse. has been for years. i'm looking at price action. is that the low of the session? 205 was the low of the session. i would say we're looking at gold now, breaching that ceiling of 1575. i wonder if there is fear climbing back in? >> that is what traders have been speaking about today. tracking the fears of the coronavirus, how much it has affected different industries. we talked about the travel industry, the resort industry, the airlines industry. we saw the huge mobile conference that was due to kick off in spain being canceled so i do think there is an awareness just how much this outbreak is beginning to affect some businesses and not just in the short term. so you do have traders talking about that. on the flipside, there is patterns we've been following. we hit records as you well know, liz, three sessions in a row, other people are saying it is a bit natural you see red on your screens, liz. liz: totally natural. great point, deirdre. rugby tournament postponed in hong kong and singapore as well. it is global. thank you very mu
liz: nvidia is a powerhouse. has been for years. i'm looking at price action. is that the low of the session? 205 was the low of the session. i would say we're looking at gold now, breaching that ceiling of 1575. i wonder if there is fear climbing back in? >> that is what traders have been speaking about today. tracking the fears of the coronavirus, how much it has affected different industries. we talked about the travel industry, the resort industry, the airlines industry. we saw the...
57
57
Feb 10, 2020
02/20
by
CNBC
tv
eye 57
favorite 0
quote 0
who wants a piece of nvidia today. >> this is momentum. if the fundamentals are okay it is going to 300. if not, it is going back to 150. >> sales in china are going to be key here. it is 55% exposure there let's see what type of impact there has been. >> people staying home and gaming. >> it is going to be a look flew to gaming and data center. a year ago, the stock was the same price when they missed and said it is going to be a couple quarters out a lot of the momentum investors left that was the time buy. the question is if they can keep momentum, the stock could be a home run from here. >>> coming up, we are answering your questions on expedia, gilead, massco, and remo the "halftime report" is going to take a quick break. we will do that next no more lugging your clubs through the airport or risk having your clubs lost or damaged by the airlines. sending your own clubs ahead with shipsticks.com makes it fast & easy to get to your golf destination. with just a few clicks or a phone call, we'll pick up and deliver your clubs on-time, gu
who wants a piece of nvidia today. >> this is momentum. if the fundamentals are okay it is going to 300. if not, it is going back to 150. >> sales in china are going to be key here. it is 55% exposure there let's see what type of impact there has been. >> people staying home and gaming. >> it is going to be a look flew to gaming and data center. a year ago, the stock was the same price when they missed and said it is going to be a couple quarters out a lot of the...
21
21
Feb 10, 2020
02/20
by
BBCNEWS
tv
eye 21
favorite 0
quote 0
south korea's lg electronics, ericsson, the swedish telecoms equipment maker, and us chip company nvidia have already withdrawn from the conference. non—disclosure agreements, also known as ndas, should not be used to prevent someone from reporting sexual harassment in the workplace, according to new guidance. the uk's arbitration service, acas, has published advice for firms and workers about ndas, including how to avoid misuse. the airline industry is soaring to new heights in recent years, especially in south—east asia and india. the problem is there aren't enough qualified commercial pilots. so how will airlines meet the demand without compromising safety? the bbc‘s monica miller reports. this cadet is kicking her new career into gear as a commercial pilot. the 23—year—old decided to abandon a career in the medical profession and follow her passion, but she initially had her doubts. i thought that this male—dominated industry was too hard on females. and most significantly, i am short, so i did not know if i could fly a plane or even step on the rudders or the brakes. the
south korea's lg electronics, ericsson, the swedish telecoms equipment maker, and us chip company nvidia have already withdrawn from the conference. non—disclosure agreements, also known as ndas, should not be used to prevent someone from reporting sexual harassment in the workplace, according to new guidance. the uk's arbitration service, acas, has published advice for firms and workers about ndas, including how to avoid misuse. the airline industry is soaring to new heights in recent years,...
83
83
Feb 11, 2020
02/20
by
CNBC
tv
eye 83
favorite 0
quote 0
nvidia is back and it is bigger than ever, but it doesn't have the bitcoin. which is good, by the way. bitcoin was empty calories >> what you're saying is the chips by all those miners are not being used to the extent they were when it was the craze. >> unbelievable cfo, walked me through again and again how could you have that bubble in bitcoin and it was so true this time it is going up, as it used to for years because it has the best of the best i lisa, i'm really sorry, you have great chips, too, and they are cousins. like a family rivalry. nvidia has a good set of chips for data center, and yesterday we found out in the data center move, there's enough room for everybody. thomas curryian, he's real the google salesperson doubled the number $50 million deals they did at google >> this is the man who runs cloud for google took over for diane green >> david i do not think goinglogical buy tesla >> it didn't >> a story meeting at 4:00, that's where it started. >> great, tok. okay. >> rick santelli at the cme, good morning >> good morning, carl. a small victo
nvidia is back and it is bigger than ever, but it doesn't have the bitcoin. which is good, by the way. bitcoin was empty calories >> what you're saying is the chips by all those miners are not being used to the extent they were when it was the craze. >> unbelievable cfo, walked me through again and again how could you have that bubble in bitcoin and it was so true this time it is going up, as it used to for years because it has the best of the best i lisa, i'm really sorry, you have...
28
28
Feb 19, 2020
02/20
by
BLOOMBERG
tv
eye 28
favorite 0
quote 0
nvidia up more than 4% after reporting earnings this morning. they did have to revise down the revenue for the second quarter a bit because of the virus, still reinforcing the idea of the company turnaround. nvidia up nearly 5% on analyst recommendation over at bernstein. upcoming catalysts for the stock now at another record high. i want to point out the gains we are seeing in oil today. again, a risk asset. growth a big player for this commodity. maybe demand is going to be a bit better with the china stimulus. that has wti up about 2%, giving a nice lift to oil and shale stocks. vonnie: thank you for that. do remember the function gtv allows you to browse all of the recent charts featured on bloomberg tv. save your favorites for future reference. more with derek halpenny in a moment. this is bloomberg. ♪ ♪ vonnie: live from new york, i'm vonnie quinn. guy: from london, i'm guy johnson. this is the european close on "bloomberg markets," let's check in on the bloomberg first word news. here with the details, riddick ago.. -- the detail
nvidia up more than 4% after reporting earnings this morning. they did have to revise down the revenue for the second quarter a bit because of the virus, still reinforcing the idea of the company turnaround. nvidia up nearly 5% on analyst recommendation over at bernstein. upcoming catalysts for the stock now at another record high. i want to point out the gains we are seeing in oil today. again, a risk asset. growth a big player for this commodity. maybe demand is going to be a bit better with...
117
117
Feb 25, 2020
02/20
by
CNBC
tv
eye 117
favorite 0
quote 0
you have got horse sense we sold nvidia, we if the like idiots that's often the best kind of sale, the one that feels idiot and then it is real smart. tomorrow and today were excruciating prepare for the worst. get tough. on "mad money," mastercard'sagea banka is stepping down i am talking to the bankable leader's successor about what is next then i am talking about technicals telling you why they scare the heck out of me and sales force report after the close and announced a key flock is stepping down stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer, #madtweets send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. >> announcer: virus fears continue to drive the market selloff. how can investors protect themselves from the volatility what first trades will reveal. squaet tomorrow 9:00 a.m. eastern. watch and listen live on the cnbc app ♪ ♪ ♪ don't just plan to retire. plan to live. an annuity helps cover your essential monthly expenses, so yo
you have got horse sense we sold nvidia, we if the like idiots that's often the best kind of sale, the one that feels idiot and then it is real smart. tomorrow and today were excruciating prepare for the worst. get tough. on "mad money," mastercard'sagea banka is stepping down i am talking to the bankable leader's successor about what is next then i am talking about technicals telling you why they scare the heck out of me and sales force report after the close and announced a key...
118
118
Feb 13, 2020
02/20
by
FBC
tv
eye 118
favorite 0
quote 1
nvidia surprise earnings up 6 1/2%. melissa: master virus hunter. fox business's edward lawrence is reporting that two administration sources believe that china is under reporting the number of coronavirus viruses. what is it actually like on the ground there? via skip because self-imposed quarantine returning from china, dr. lipkin director of infection and immunity from columbia university. thanks for joining us. describe what you saw and what it was like. >> the streets were deserted just as they were in 2003 during sars. stores are closed. it is a very difficult situation for people trying to go about activities of daily life. melissa: what did you see? when you encountered patients, what did you learn about the virus itself? >> we don't know a lot about the virus itself. obviously we determined it is genetic organization. we know something about the proteins it makes. we have some insights what might be good candidates for making vaccines but we still don't have any drugs. and the diagnostic assays we have identifying people infected are still
nvidia surprise earnings up 6 1/2%. melissa: master virus hunter. fox business's edward lawrence is reporting that two administration sources believe that china is under reporting the number of coronavirus viruses. what is it actually like on the ground there? via skip because self-imposed quarantine returning from china, dr. lipkin director of infection and immunity from columbia university. thanks for joining us. describe what you saw and what it was like. >> the streets were deserted...
59
59
Feb 19, 2020
02/20
by
CNBC
tv
eye 59
favorite 0
quote 0
nvidia coming off of a great quarter, another 6% today. a lot of the chips stocks rallied. big moves, we're talking 2% to 3% moves carrying us forward not too concerned about the slowdown in china and the coronavirus headlines. >> it's time now for an update >> wilf, here's what's happening at this hour an australian climate scientist says that global warming is leading to an irreversible melting of artic ice this is according to an international study she co-authored. >> with ice sheets it's very easy to melt them. but building them back up again takes thousands and thousands of years. so what we're seeing with the west an artic ice sheet is that the starting of the melt will continue, despite our efforts to stop it. >> military units from the u.s. and greece taking part in a live fire training exercise at the foot of mount oh limp is they finalized an agreement three weeks ago. it's driven by border disputes. >> prince harry and his wife meghan will be returning to great britain this month to do their final working engagements with the royal family. that is the cnbc updat
nvidia coming off of a great quarter, another 6% today. a lot of the chips stocks rallied. big moves, we're talking 2% to 3% moves carrying us forward not too concerned about the slowdown in china and the coronavirus headlines. >> it's time now for an update >> wilf, here's what's happening at this hour an australian climate scientist says that global warming is leading to an irreversible melting of artic ice this is according to an international study she co-authored. >> with...
82
82
Feb 20, 2020
02/20
by
CNBC
tv
eye 82
favorite 0
quote 0
faring quite a bit worse, down more than 1.5% tesla is down more than 5%, shopify down more than 5%, nvidia too more when we come back after thisre bak robinhood believes now is the time to do money. without the commission fees. so, you can start investing today wherever you are - even hanging with your dog. so, what are you waiting for? download now and get your first stock on us. robinhood. we were paying an arm and a leg for postage. i remember setting up shipstation. one or two clicks and everything was up and running. i was printing out labels and saving money. shipstation saves us so much time. it makes it really easy and seamless. pick an order, print everything you need, slap the label onto the box, and it's ready to go. our costs for shipping were cut in half. just like that. shipstation. the #1 choice of online sellers. go to shipstation.com/tv and get 2 months free. >>> the dow quickly tumbles 388 points, slightly above that now. you have the ten-year below 1.51, the 30-year below 2 at 1.95 the vix did spike to 16.50 chipmakers like micron and that vid nvidia leading the s&p lowe
faring quite a bit worse, down more than 1.5% tesla is down more than 5%, shopify down more than 5%, nvidia too more when we come back after thisre bak robinhood believes now is the time to do money. without the commission fees. so, you can start investing today wherever you are - even hanging with your dog. so, what are you waiting for? download now and get your first stock on us. robinhood. we were paying an arm and a leg for postage. i remember setting up shipstation. one or two clicks and...
86
86
Feb 7, 2020
02/20
by
CNBC
tv
eye 86
favorite 0
quote 0
become incubators for the disease and planes are full of people wearing surgical masks we hear from nvidia. you don't name your dog after a company unless you think it's incredibly special that's how everest came to be called nvidia. he answers to his master's voice as long as he has a treat in his hand they have the best chips for artificial intelligence, gaming center and with the new graphics for gaming, i think it's worth holding on to. dex com reports, too m i bet they do it again you can buy some don't just go in the open market we have newell brants with the new ceo. i'm not sure they can deliver. the stock is so low maybe it doesn't matter the most important thing about next friday, it will have been 14 days since the collapse of the market last friday when we were pretty much -- when we pretty much closed our borders to travelers from china. the coronavirus has a 14-day incubation period so that's when we'll know for sure if the disease is contained the bottom line, as much as i want to focus on the earnings, this epidemic can steal the spotlight at any given time like it did toda
become incubators for the disease and planes are full of people wearing surgical masks we hear from nvidia. you don't name your dog after a company unless you think it's incredibly special that's how everest came to be called nvidia. he answers to his master's voice as long as he has a treat in his hand they have the best chips for artificial intelligence, gaming center and with the new graphics for gaming, i think it's worth holding on to. dex com reports, too m i bet they do it again you can...
45
45
Feb 5, 2020
02/20
by
CNBC
tv
eye 45
favorite 0
quote 0
eight, nine years looked at the specs and said four years ahead of anything nvidia produces because it's single purpose, not general purpose. they wink they are way ahead on autonomous that's where the real surprises are going to be, because autonomous is a recurring revenue, very high margin, almost software as a service-like opportunity, autonomous taxi networks what you have baked in the cake from the street are low margin gross margins, more like auto, in the 25%, 30% range. we think gross margin because of the battery technology could head for 40% on the ev itself and the incremental revenues from autonomous would be in the 80 plus% range that's what people are missing in the $7,000 target in the scenario testing we assume only 25% chance they are up and running with autonomous within two to three years. >> karen, jump in. >> kudos to you. you had what i thought was an out landish target two and a half years ago and here we are you have another one maybe out land ib maybe spot on. when you get to the 7,000, moderate case, what's it trading at, multiple of earnings what will --
eight, nine years looked at the specs and said four years ahead of anything nvidia produces because it's single purpose, not general purpose. they wink they are way ahead on autonomous that's where the real surprises are going to be, because autonomous is a recurring revenue, very high margin, almost software as a service-like opportunity, autonomous taxi networks what you have baked in the cake from the street are low margin gross margins, more like auto, in the 25%, 30% range. we think gross...
74
74
Feb 26, 2020
02/20
by
CNBC
tv
eye 74
favorite 0
quote 0
facebook, micron, nvidia, paypal, qualcomm, texas instruments. a am gen, bank of america, disney, dow, goldman, harley, jpm. i could go on and on and on. not yet time >> i don't think so. the reason i say that, what we're seeing in the market is a market that is reacting to the point of everybody else, but i think 70% of it is the coronavirus. the other 30% i would put in bernie sanders and how he's looking so far as the front-runner the combination of what we're seeing right now, i still think we've got downside in front of us the reason i think so, i keep continuing to look at this market we aren't really focused enough on what's going to happen here if it is the u.s., if we start to see some of that? even though i think you're right, it's more like a flu and in certain parts of the demographic, society it will put a fear factor into people when they have fear, they sell what do they sell? the most exciting names that had the biggest run-ups to the upside microsoft. absolutely screaming to the upside after its earnings call, 160 to 190 it's alm
facebook, micron, nvidia, paypal, qualcomm, texas instruments. a am gen, bank of america, disney, dow, goldman, harley, jpm. i could go on and on and on. not yet time >> i don't think so. the reason i say that, what we're seeing in the market is a market that is reacting to the point of everybody else, but i think 70% of it is the coronavirus. the other 30% i would put in bernie sanders and how he's looking so far as the front-runner the combination of what we're seeing right now, i still...
40
40
Feb 13, 2020
02/20
by
CNBC
tv
eye 40
favorite 0
quote 0
and josh lipton is all over nvidia. >> josh. >> brian, nvidia surge something after hours. beat on top and bottom guidance for q1. taking the guide down by 100 million to account for the potential impact of the corona viruss but about $3 billion that beats what the street was looking for. talking about the segment, gaming segment at 1.5 million. in lain with forecasts but the big number here was the data center number, better than expected investors of course focused on that sentiment because the chips kaerp higher margins i checked with rbc's mitch steeves. i wanted his take on the quarter. he covers the company has a high price target at 301. he notes the data center number it crushed in his words expectations at 968 million. notes the gross margins improved to 65.4% nothing in this report, he argues, not to like for investors. the call starts at 5:30 eastern and we'll be on it. >> josh, thank you very much investors like it, tim. >> the thing about in stock is they'd liked it into the number. up 15%% year to date relative to itself the stock is cheap. i'm not tie going t
and josh lipton is all over nvidia. >> josh. >> brian, nvidia surge something after hours. beat on top and bottom guidance for q1. taking the guide down by 100 million to account for the potential impact of the corona viruss but about $3 billion that beats what the street was looking for. talking about the segment, gaming segment at 1.5 million. in lain with forecasts but the big number here was the data center number, better than expected investors of course focused on that...
47
47
Feb 19, 2020
02/20
by
CNBC
tv
eye 47
favorite 0
quote 0
nvidia part of the in crowd today. bernstein upgrading the stock to outperform giving it the highest target on the street at $360, shares up 5% on the call hitting a new report high. coronavirus, what virus, nvidia stock up nearly 50% in just three months. >> look at the chart incredible reversal. not just tesla and virgin galactic higher. lower are the unemployment levels near 50 year lows. new report shows the skills gap is even worse than it seems. tech firms are struggling the most manpower groups say 7 out of 10 u.s. companies reported talent short annuals last year. that's an all time high. it is three times higher than it was ten years ago and the problem is global. only 18% of countries surveyed are not reporting shortages. china, the uk and ireland among those reporting fewer hiring issues. >>> finally, breaking the mold burger king giving the term going green, a new meaning in a new television commercial promoting a move to preservative free ingredients, the famous whopper is seen turning green literally. in
nvidia part of the in crowd today. bernstein upgrading the stock to outperform giving it the highest target on the street at $360, shares up 5% on the call hitting a new report high. coronavirus, what virus, nvidia stock up nearly 50% in just three months. >> look at the chart incredible reversal. not just tesla and virgin galactic higher. lower are the unemployment levels near 50 year lows. new report shows the skills gap is even worse than it seems. tech firms are struggling the most...
51
51
Feb 18, 2020
02/20
by
FBC
tv
eye 51
favorite 0
quote 0
nvidia is up again. some big momentum names are still pretty hot. >> they're a wild ride. i would disagree with you, phil. i'm kind of like a bottom catcher. i'm looking at energy. energy sector -- charles: you're nuts. >> the thing is -- charles: how do you pick a bottom on energy? exxonmobil at 10-year low today? >> it is not picking a bottom, necessarily you have the bottom picked. it is looking at something with eye towards value and long term -- charles: stay on that top pick for a moment. we have some economic data out today. the one i'm looking at is the empire state. they posted the best manufacturing report in nine years. here's the thing, i'm wondering if this could be one of the things. it was obviously a head wind last year. could it be a tailwind this year? one of the first reports out of the year. if manufacturing turns around some names like energy could be big beneficiaries. >> it can. we're broke above 50. only 11% of our gdp. energy is hard but i like getting paid. mlps and pipelines but they're underserved. to your point, lng marketplace, it is beginning
nvidia is up again. some big momentum names are still pretty hot. >> they're a wild ride. i would disagree with you, phil. i'm kind of like a bottom catcher. i'm looking at energy. energy sector -- charles: you're nuts. >> the thing is -- charles: how do you pick a bottom on energy? exxonmobil at 10-year low today? >> it is not picking a bottom, necessarily you have the bottom picked. it is looking at something with eye towards value and long term -- charles: stay on that top...
37
37
Feb 14, 2020
02/20
by
BLOOMBERG
tv
eye 37
favorite 0
quote 0
no huge moves but there are some individual moves including expedia, nvidia, both rising 10% next to earnings. within the individual indices, a lot of movement. without, maybe a few market jitters about coronavirus. also looking at the dollar index. that probably tells the story a little bit more than other asset classes. it has been gaining throughout the week, but don't forget, sterling appreciated this week as well with the various changes around in boris johnson's cabinet. the u.s. dollar above 99 right now. some better economic data at least when it comes to confidence. handconfidence on the one but manufacturing is something we're also watching. we wanted to take a deeper dive into the latest read on factory out. if we look at what happened in january, we saw a drop. a lot of that has to do with boeing's decision to halt 737 max production. if you take aircraft and parts out of the equation, factory out what was up. but something worth considering when we look at the economic road ahead and impacts potentially from coronavirus. on the u.s. economy, because perspective on where
no huge moves but there are some individual moves including expedia, nvidia, both rising 10% next to earnings. within the individual indices, a lot of movement. without, maybe a few market jitters about coronavirus. also looking at the dollar index. that probably tells the story a little bit more than other asset classes. it has been gaining throughout the week, but don't forget, sterling appreciated this week as well with the various changes around in boris johnson's cabinet. the u.s. dollar...
51
51
Feb 26, 2020
02/20
by
FBC
tv
eye 51
favorite 0
quote 0
to reduce overestimated risks from coronavirus -- i can't speak -- nvidia is rallying now. a nice move of about 2%. it has erased some but not all of the 9% in losses that it has suffered this week alone. >>> can we get to the fangs. talk about a silver lining. netflix is charging higher by about 4.75%. here's why. some analysts believe the streaming giant's new subscriber numbers will rise because of the coronavirus. if the virus outbreak worsens, the analysts believe that will force people to remain home, stay indoors and now from these healthier looking names, here's what we started to think. you may wonder, did we really hit the bottom yesterday of the selloff. well, take a look at this. as of right now, the markets are pricing in a 79% chance that the federal reserve will cut rates in june. that is up from just 30% one month ago. so let's get to floor show traders. guys, is the fed pushing the punch bowl closer to the thirsty masses just as this thing might be bottoming if you look at those best in class names we just showed you? teddy? >> i'm not sure what the fed wil
to reduce overestimated risks from coronavirus -- i can't speak -- nvidia is rallying now. a nice move of about 2%. it has erased some but not all of the 9% in losses that it has suffered this week alone. >>> can we get to the fangs. talk about a silver lining. netflix is charging higher by about 4.75%. here's why. some analysts believe the streaming giant's new subscriber numbers will rise because of the coronavirus. if the virus outbreak worsens, the analysts believe that will force...
41
41
Feb 13, 2020
02/20
by
CNBC
tv
eye 41
favorite 0
quote 0
. >>> nvidia will be the talk of the morning along with roku, and yelp and matel and expedia. let's get to brian sullivan and the half. >> carl, morgan, john. thank you. hello everybody i am brian in for scott today. fears about the coronavirus spreading and spreading into the markets again. here is your big money question. is today's drop just a short-term blip on the road to higher highs >> announcer: the number of virus cases going through the roof and fears about how it will hit the global economy is this the beginning of a turning point for investors? >>> alibaba and pepsi out with earnings nvidia and roku out after the bell the traders take their positions. >>> the new call o
. >>> nvidia will be the talk of the morning along with roku, and yelp and matel and expedia. let's get to brian sullivan and the half. >> carl, morgan, john. thank you. hello everybody i am brian in for scott today. fears about the coronavirus spreading and spreading into the markets again. here is your big money question. is today's drop just a short-term blip on the road to higher highs >> announcer: the number of virus cases going through the roof and fears about how it...
59
59
Feb 13, 2020
02/20
by
CNBC
tv
eye 59
favorite 0
quote 0
. >>> nvidia will be the talk of the morning along with roku, and yelp and matel and expedia. let's get to brian sullivan and the half. >> carl, morgan, john. thank you. hello everybody i am brian in for scott today. fears about the coronavirus spreading and spreading into the markets again. here is your big money question. is today's drop just a short-term blip on the road to higher highs >> announcer: the number of virus cases going through the roof and fears about how it will hit the global economy is this the beginning of a turning point for investors? >>> alibaba and pepsi out with earnings nvidia and roku out after the bell the traders take their positions. >>> the new call on patter pillar goldman sachs seeing double digit upside from here we will debate in our call of the day. >>> plus eight under the radar stocks to own in this market the investment committee is ready to go. "halftime report" starts right now. >>> welcome back it is good to have you with us on this very busy thursday, and your investment committee today, jim lebenthal, stevenwise, carey firestone, and
. >>> nvidia will be the talk of the morning along with roku, and yelp and matel and expedia. let's get to brian sullivan and the half. >> carl, morgan, john. thank you. hello everybody i am brian in for scott today. fears about the coronavirus spreading and spreading into the markets again. here is your big money question. is today's drop just a short-term blip on the road to higher highs >> announcer: the number of virus cases going through the roof and fears about how it...
108
108
Feb 27, 2020
02/20
by
CNBC
tv
eye 108
favorite 0
quote 0
i don't want to risk owning individual game publishers so nvidia is better. fifth is ring central. some owners stay ring central, how can i help you because it's a cloud-based communications software play businesses bring in ring central so their employees can stay in touch with customers where ever they are and whenever are they are and whenever they want to be reached. isn't that what this is about? this is a stay at home company no wonder it rallied today i'm blown away by this business. vlad is going to impale the shorts couldn't resist. sixth, shopify another small business empowerment story. so many people work and sell their businesses from home you have to say home now they're the ultimate ecommerce facilitator. right now you're getting a brutal pullback in the stock i think you can start buying it right here lie i can that they're canadian. seventh is square, another small business enabler just reported a remarkable quarter growing like a weed. they have remarkable payments processing business with a money lending kick they're is tied right to the register, and lisa ellis
i don't want to risk owning individual game publishers so nvidia is better. fifth is ring central. some owners stay ring central, how can i help you because it's a cloud-based communications software play businesses bring in ring central so their employees can stay in touch with customers where ever they are and whenever are they are and whenever they want to be reached. isn't that what this is about? this is a stay at home company no wonder it rallied today i'm blown away by this business....
62
62
Feb 21, 2020
02/20
by
CNBC
tv
eye 62
favorite 0
quote 0
we have to flood nvidia with at buy antibiotics. >> you get everything from chewy? >> some. they send us lice pictures of our dogs they tell you the dog's birthday >> amazon? >> no. you do dog food chewy. furniture you go to amazon judging from that wayfair layoff >> wayfair they have a production issue, right? >> i don't know, david but i can tell you that this one is headed higher >> chewy is headed higher. >> chewy is a real subscription business >> got it. >> you have a dog. what's its name? >> scoop >> oh, like you, you scoop -- oh oh it's cool, man how about purse sources. is that your second? >> one dog, scoop the one and only a lot to get to. we'll talk about hp and xerox and look at viacom day two after that hellacious beating. stick around of course watch us live on the go on the cnbc app imagine traveling hassle-free with your golf clubs. now you can, with shipsticks.com! no more lugging your clubs through the airport or risk having your clubs lost or damaged by the airlines. sending your own clubs ahead with shipsticks.com makes it fast & easy to get to your golf
we have to flood nvidia with at buy antibiotics. >> you get everything from chewy? >> some. they send us lice pictures of our dogs they tell you the dog's birthday >> amazon? >> no. you do dog food chewy. furniture you go to amazon judging from that wayfair layoff >> wayfair they have a production issue, right? >> i don't know, david but i can tell you that this one is headed higher >> chewy is headed higher. >> chewy is a real subscription...
30
30
Feb 10, 2020
02/20
by
BBCNEWS
tv
eye 30
favorite 0
quote 0
south korea's lg electronics, ericsson, the swedish telecoms equipment—maker, and us chip company nvidia have already withdrawn from the conference. still with the impact of the coronavirus — airbnb says it's suspending bookings in beijing until march to comply with local measures intended to curb the virus. the accommodation—booking service says it will offer refunds to all those affected or cancel their bookings. it comes as the death toll from the virus outbreak in china exceeded 900. show me do some brighter news, for a moment? yes! -- shall we do? south korean film parasite has made history by becoming the first non—english language movie to win best picture at the oscars. have you seen it? not yet. but now the interest is building. so we have to go and see it! it's only the 10th non—english film to have been nominated for the acolade in the oscar's 92 year old history and beat favourite 1917. have you seen that? i have, great film. laura bicker is in seoul — the parasite tours have now begun. and laura is soaking up this event. you have to get to the cinema, this film was
south korea's lg electronics, ericsson, the swedish telecoms equipment—maker, and us chip company nvidia have already withdrawn from the conference. still with the impact of the coronavirus — airbnb says it's suspending bookings in beijing until march to comply with local measures intended to curb the virus. the accommodation—booking service says it will offer refunds to all those affected or cancel their bookings. it comes as the death toll from the virus outbreak in china exceeded 900....
113
113
Feb 14, 2020
02/20
by
CNBC
tv
eye 113
favorite 0
quote 0
nvidia saying it expects a revenue hit. with you bright spot, apple is reopening five stars in china. it is set to reopen the store in shanghai tomorrow. >>> well, hey morgan, as you pointed out, we are seeing the numbers continue to rise aside from the "diamond princess" cruiseship, it's singapore that has the most cases. singapore's an important model to look to for the u.s for one thing it has a sophisticated health care system check out its ministry of health et cetera website where daily updates are posted, along with where they're thought to have been exposed to the virus. singapore clearly mass person-to-person spread. we also asked if the administration is considering travel restrictions. >> further restrictions can obviously on the table we're assessing the situation hour by hour the task force of cabinet members is coordinating with the white house on this. we are discussing the epidemiology to assess whether further travel restrictions could be warranted we'll take the steps we think are warranted. >> so clearly
nvidia saying it expects a revenue hit. with you bright spot, apple is reopening five stars in china. it is set to reopen the store in shanghai tomorrow. >>> well, hey morgan, as you pointed out, we are seeing the numbers continue to rise aside from the "diamond princess" cruiseship, it's singapore that has the most cases. singapore's an important model to look to for the u.s for one thing it has a sophisticated health care system check out its ministry of health et cetera...
44
44
Feb 18, 2020
02/20
by
CNBC
tv
eye 44
favorite 0
quote 0
nvidia did the same thing. traders are slhrugging it off. why? >> it makes sense to see some impact unless the coronavirus allows the creation of a competitor to apple. apple is still apple i wouldn't be a seller it makes sense to be shallow >> is there a thought process -- it will get resolved it is a question of when when it gets resolved, all of that slow down gets pushed right back to where it was before and even more so >> for the healthier economies, certainly. when you get slow downs like this, a lot of vulnerable businesses and economies enter financial stress i don't think it is like one month, two months and we are in the clear. >> your duties involve watching cryptocurrencies as well bitcoin pushing towards $10,000 again. is this a move that is sustainable. should people be looking to get into it? >> i think bitcoin was up 90% last year. i think 2020 should do better. we have the geopolitical risk with the virus i think washington is less focused on crypto this year. bitcoin back above is really a good sign. >> do you have a target for
nvidia did the same thing. traders are slhrugging it off. why? >> it makes sense to see some impact unless the coronavirus allows the creation of a competitor to apple. apple is still apple i wouldn't be a seller it makes sense to be shallow >> is there a thought process -- it will get resolved it is a question of when when it gets resolved, all of that slow down gets pushed right back to where it was before and even more so >> for the healthier economies, certainly. when you...
100
100
Feb 27, 2020
02/20
by
CNBC
tv
eye 100
favorite 0
quote 1
apple, nvidia, it's amazing what the whole coronavirus, finally with the spread outside of china has woken up a lot of people that, hey, this isn't contained. at the end of the day, especially look at the semiconductor shocks there is zero shot of a v-shaped recovery there is fear and panic. >> joel, zero percent chance of a v-shaped recovery? in the last 9 or 10 years, we've seen a lot of that, why not this time >> a lot of the focus is on asia look at apple's warning, microsoft cut their guidance other smaller names. confessions are going to rise. we'll see if the big conference goes on next week. the company will tut numbers there is no visibility that's the problem with the market now there is no bid for these stocks we are seeing very high preference for high quality. facebook, google and other selective names. hardware and communication, there is no bid for these stocks until the situation clears up a little bit >> let's bring this back to the idea there is no bid when you see that worries you, is something giving you a moment of pause. >> i'm probably more on the camp of a v-s
apple, nvidia, it's amazing what the whole coronavirus, finally with the spread outside of china has woken up a lot of people that, hey, this isn't contained. at the end of the day, especially look at the semiconductor shocks there is zero shot of a v-shaped recovery there is fear and panic. >> joel, zero percent chance of a v-shaped recovery? in the last 9 or 10 years, we've seen a lot of that, why not this time >> a lot of the focus is on asia look at apple's warning, microsoft...
43
43
Feb 5, 2020
02/20
by
CNBC
tv
eye 43
favorite 0
quote 0
market value roughly the value of fiat chrysler the market cap is now equal or greater to that of nike, nvidia or bristol meyers. it may take a little longer as that stock has beendown grad do. looking at the screen, it's $866 pre-market there is a sense it cannot be sustained in this environment, right? >> this is an absolutely insane move nothing has materially changed we had a good q4, good q3 and delivering the cars but nothing has changed. this is all just momentum in the market right now speaking yesterday, it remains me so much of that bull run we saw in bitcoin at the back end of 2017. not so much comparing the products but more about the thinking behind it people investing in bitcoin feel this is the future in money. i guess people investing in tesla believe they are the future in electric vehicles and sustainable energy if you are looking forward, it is difficult to see how this can be sustained at this pace. >> these shares, it takes a lot of guts to be either long or short that stock live with the latest thank you. >>> let's look at other top stories with rahel solomon it will be t
market value roughly the value of fiat chrysler the market cap is now equal or greater to that of nike, nvidia or bristol meyers. it may take a little longer as that stock has beendown grad do. looking at the screen, it's $866 pre-market there is a sense it cannot be sustained in this environment, right? >> this is an absolutely insane move nothing has materially changed we had a good q4, good q3 and delivering the cars but nothing has changed. this is all just momentum in the market...
91
91
Feb 14, 2020
02/20
by
CNBC
tv
eye 91
favorite 0
quote 0
. >> if you look at the likes of intel, qualcomm and nvidia and companies like cisco as well play in the 5g space the u.s. doesn't have someone that can provide that critical networking infrastructure. that's why you are seeing these calls for investing. how that happens right now is extremely unclear. whether that even gets past the european commission. this no doubt will go to the european level commission and scrutiny if it ever did happen >> we heard yesterday, the cisco ceo ruled out the possibility. one company saying this is a no go for us. >> it is not viable. >> very interesting story. no doubt we'll be talking about huawei in coming months as well. >>> if you want to get involved in the conversation, anything we have discussed today on the show, bank, earnings, gdp, tweet us @streetsignscnbc. or tweet myself or arjun coming up, an exclusive interview with the director of energy at e s.thu. tech summit stay with us ♪ ♪ ♪ ♪ ♪ don't just plan to retire. plan to live. an annuity helps cover your essential monthly expenses, so you're free to live the life you want. fin
. >> if you look at the likes of intel, qualcomm and nvidia and companies like cisco as well play in the 5g space the u.s. doesn't have someone that can provide that critical networking infrastructure. that's why you are seeing these calls for investing. how that happens right now is extremely unclear. whether that even gets past the european commission. this no doubt will go to the european level commission and scrutiny if it ever did happen >> we heard yesterday, the cisco ceo...
18
18
Feb 13, 2020
02/20
by
BLOOMBERG
tv
eye 18
favorite 0
quote 0
romaine: nvidia is out with its numbers. adjusted epsr $1.89. they said they would be some impact from the coronavirus. they cut their fiscal 2021 first revenue by $100 million to account for the potential impact of the coronavirus, so a mild cut. most analysts were expecting a rebound in sales growth, and they got it. scarlet: it is boosting shares of amd and micron as well. amd has already had quite the run. so that run of 1.3% is not surprising. saw u.s. stocks attempt to mount a comeback. they ended the day on a down note. plan toanation is the shrink operations. joining us with the big picture view is our guest. great to see you. thank you for speaking with us. we know the fed is a tailwind for the market, that liquidity-driven market is the theme we have been talking about all year, but when you hear the words fed and shrink, that can only mean bad news. does that make people rethink the fed's commitment to supporting the market? >> it shouldn't. the big purchases was in response to dislocations in the the treasury is reducing supply. a lo
romaine: nvidia is out with its numbers. adjusted epsr $1.89. they said they would be some impact from the coronavirus. they cut their fiscal 2021 first revenue by $100 million to account for the potential impact of the coronavirus, so a mild cut. most analysts were expecting a rebound in sales growth, and they got it. scarlet: it is boosting shares of amd and micron as well. amd has already had quite the run. so that run of 1.3% is not surprising. saw u.s. stocks attempt to mount a comeback....